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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,321 | $202,440-29.7% | $169,390-16.0% | $139,466+2.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 17.49% | 532.36%-514.9pp | 406.07%-388.6pp | 373.66%-356.2pp |
| Employer contribution / active EE | $9,513 | $4,693+102.7% | $4,013+137.1% | $4,754+100.1% |
| Participant deferral / active EE | $15,000 | $6,940+116.1% | $6,222+141.1% | $6,712+123.5% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |